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Charles Schwab

1,864 hedge funds and large institutions have $108B invested in Charles Schwab in 2024 Q1 according to their latest regulatory filings, with 171 funds opening new positions, 761 increasing their positions, 680 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
27.02%
Holding in Top 10
78
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.34%
% of All Funds
1.13%
New
171
Increased
761
Reduced
680
Closed
147
Calls
$1.68B
Puts
$2.44B
Net Calls
-$762M
Net Calls Change
-$922M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
1276
DAGCO Inc
Ohio
$452K +$302K +4,177 +201%
KWM
1277
Kingsview Wealth Management
Oregon
$452K +$94.2K +1,302 +26%
PL
1278
Perpetual Ltd
Australia
$451K -$5.21K -72 -1%
CA
1279
CoreCap Advisors
Michigan
$449K +$29.5K +408 +7%
BWG
1280
Beta Wealth Group
California
$449K +$449K +6,200 New
EWA
1281
Encompass Wealth Advisors
Oregon
$449K
CWM
1282
Centurion Wealth Management
Virginia
$446K -$57.2K -791 -11%
DT
1283
Diversified Trust
Tennessee
$444K -$703K -9,712 -61%
FCA
1284
FLC Capital Advisors
California
$444K -$164K -2,265 -27%
OWA
1285
Octavia Wealth Advisors
Ohio
$441K +$8.83K +122 +2%
AFT
1286
Alpha Family Trust
California
$439K
MAC
1287
Mason & Associates (California)
California
$435K
FNBOO
1288
First National Bank of Omaha
Nebraska
$434K -$1.96M -25,036 -82%
JFG
1289
Jefferies Financial Group
New York
$434K -$9.95M -137,476 -96%
ASG
1290
Ariston Services Group
California
$434K
FWP
1291
FAS Wealth Partners
Kansas
$432K -$203K -2,810 -32%
MSRI
1292
Michael S. Ryan Inc
New York
$431K -$4.56K -63 -1%
TA
1293
Tactive Advisors
Florida
$430K +$430K +5,951 New
AAS
1294
Annex Advisory Services
Wisconsin
$430K +$73.1K +1,011 +20%
MWA
1295
Moser Wealth Advisors
Washington
$429K +$83.2K +1,150 +24%
CIA
1296
Capital Investment Advisors
Georgia
$426K -$80K -1,106 -16%
EW
1297
Evoke Wealth
California
$425K +$425K +5,881 New
AAS
1298
Ameritas Advisory Services
Nebraska
$425K +$75.1K +1,015 +21%
OIM
1299
Orca Investment Management
Oregon
$425K -$59.6K -824 -12%
KP
1300
Keel Point
Alabama
$424K +$30.2K +417 +8%